Jonpaul Mcbride

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 04/2018
  North American Management Corp.
  Boston, MA
• 05/2018 → 10/2019
  Daintree Advisors Llc
  Boston, MA
• 10/2019 → 01/2022
  Adviser Investments
  Newton, MA
• 02/2022 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2019-11-05 → 2022-02-01
  Rwa Wealth Partners
  Boston, MA
• 2018-07-17 → 2019-10-21
  Daintree Advisors Llc
  Boston, MA
• 2016-07-21 → 2018-05-09
  North American Management Corp
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-21

Designations

• Certified Financial Planner